Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Larg Transaction History

Johnson & White Wealth Management, LLC

$199 Million
Q2 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Listed Fds Tr Overlay Shs Larg stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 34,357 shares of OVL stock, worth $0. This represents 0.84% of its overall portfolio holdings.

Number of Shares

34,357

Previous 35,837 4.13%

Holding current value

Previous $1.57 Million 5.8%

% of portfolio

0.84%

Previous 0.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	N/A	-1,480 Reduced 4.13%	34,357 $1.66 Million
Q1 2025 Apr 10, 2025	SELL	N/A	-548 Reduced 1.51%	35,837 $1.57 Million
Q4 2024 Jan 13, 2025	BUY	N/A	2,056 Added 5.99%	36,385 $1.69 Million
Q3 2024 Oct 03, 2024	BUY	N/A	4,726 Added 15.96%	34,329 $1.6 Million
Q2 2024 Jul 19, 2024	BUY	N/A	10,947 Added 58.68%	29,603 $1.31 Million
Q1 2024 Apr 10, 2024	BUY	N/A	3,185 Added 20.59%	18,656 $795,000
Q4 2023 Jan 17, 2024	BUY	N/A	162 Added 1.06%	15,471 $583,000
Q3 2023 Oct 12, 2023	SELL	N/A	-1,729 Reduced 10.15%	15,309 $520,000
Q2 2023 Jul 25, 2023	BUY	N/A	741 Added 4.55%	17,038 $612,000
Q1 2023 Apr 17, 2023	BUY	N/A	16,297 New	16,297 $537,000
Q3 2022 Nov 14, 2022	BUY	N/A	14,304 New	14,304 $410,000

Others Institutions Holding OVL

# of Institutions

Shares Held

5.45M

Call Options Held

Put Options Held

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About LISTED FDS TR OVERLAY SHS LARG

Ticker OVL

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Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Larg Transaction History